The Value of a Team Approach

After many years helping high-net-worth clients achieve their financial objectives, we understand how families’ and businesses’ financial needs have become increasingly complex. Our experience has shown the multiple layers of wealth management can often exceed the capacity and expertise of a single financial advisor. That’s why we embrace the value of a team approach to address every family’s unique circumstances.

As we work with you to create a personalized investment plan, we draw on an extensive pool of knowledge and insight from every member of our team, as well as from the vast resources within Wells Fargo Advisors and Wells Fargo affiliates. Our team’s insights come from years of experience working with a broad range of wealth management needs. Whether your concerns center on an investment strategy – such as selling a business, managing an inheritance, or planning a legacy for future generations – we’ll work in partnership to develop the appropriate solution for you.

Our team-based approach allows us to go that extra mile for our clients. We are responsive and heavily invested in the long-term interests of your family, not just the investment component.

What You Can Expect with Our Team

We’ll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. Once we’ve helped you explore your goals, we’ll create an investment plan together to help support them.

We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we’ll help align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:


Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.